Teamwork

The Teamwork modules allow you to watch, create, update, get, and/or delete companies, events, milestones, persons, projects, subtasks, task, time entries in your Teamwork account.

Prerequisites

  • A Teamwork account

In order to use Teamwork with Make, it is necessary to have a Teamwork account. If you do not have one, you can create a Teamwork account at www.teamwork.com/projects-signup.

Connecting Teamwork to Make

To connect your Teamwork account to Make, you need to obtain your API Key.

1. Log into your Teamwork Account.

2. Click your profile button and select Edit my Details.

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3. Click API & Mobile and then click Show your Token.

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4. Copy the token to the clipboard.

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5. Go to Make and open the Teamwork module's Create a connection dialog.

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6. Enter the API Key you have copied in step 4 to the respective field.

7. Enter the Domain. For example, if your URL is https://make.teamwork.com, then the domain is make4.

8. Select Query for a custom domain if you are using a custom domain (not the .teamwork.com domain).

9. Select the region of your Teamwork account. If the URL of your account is e.g. https://projects.teamwork.eu, then select the EU option.

10. Click the Continue button.

The connection has been established.

Triggers

New Event

Triggers when a new event occurs (for example, when a new task is added or completed).

Webhook name

Enter the webhook name.

Setting Up Webhook for the New Event Trigger

To set up a new event trigger:

1. Go to Make, create a New Event Connection module and copy the URL to the clipboard.

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2. Log into your Teamwork account.

3. Click your Profile icon > Settings> Webhooks.

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4. Enable the Webhooks, and click Add Webhook.

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5. In the Webhook Event field, select the event that will trigger the New Event module

6. Enter the URL copied in Step 1 to the Endpoint URL field.

7. Select the Version 1 in the Version field.

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8. Click Add Webhoook.

The webhook is enabled successfully and triggers in the Make when a new event occurs.

Watch Companies

Triggers when a new company is added.

Connection

Establish a connection to your Teamwork account.

Maximum number of returned companies

The maximum number of companies Make should return during one scenario execution cycle.

Watch Files

Triggers when a new file is uploaded.

Connection

Establish a connection to your Teamwork account.

Project

Select the project whose files you want to watch.

Maximum number of returned tasks

The maximum number of tasks Make should return during one scenario execution cycle.

Watch milestones

Triggers when a new milestone is added.

Connection

Establish a connection to your Teamwork account.

Project

Select the project whose milestones you want to watch.

Maximum number of returned milestones

The maximum number of milestones Make should return during one scenario execution cycle.

Watch People

Triggers when a new person (user or contact) is added.

Connection

Establish a connection to your Teamwork account.

Maximum number of returned persons

The maximum number of persons Make should return during one scenario execution cycle.

Watch Projects

Triggers when a new project is created.

Connection

Establish a connection to your Teamwork account.

Maximum number of returned projects

The maximum number of projects Make should return during one scenario execution cycle.

Watch Task Lists

Triggers when a new task list is added.

Connection

Establish a connection to your Teamwork account.

Project

Select the project whose task lists you want to watch.

Maximum number of returned tasks

The maximum number of task lists Make should return during one scenario execution cycle.

Watch Tasks

Triggers when a new task list is added.

Connection

Establish a connection to your Teamwork account.

Select Tasks

Select the tasks you want to watch.

Maximum number of returned tasks

The maximum number of tasks Make should return during one scenario execution cycle.

Watch Time Entries

Triggers when a new time entry is added.

Connection

Establish a connection to your Teamwork account.

Projects

Select the project whose time entries you want to watch.

Maximum number of returned tasks

The maximum number of time entries Make should return during one scenario execution cycle.

Actions

Add a Person to a Project

Adds a selected person to a project.

Connection

Establish a connection to your Teamwork account.

Project

Select the Project to which you want to add the persons.

Person

Select the person to add to the project.

Complete a Task

Marks the specified task as complete.

Connection

Establish a connection to your Teamwork account.

Task ID

Select the Task ID to mark the task as complete.

Create a Calendar Event

Creates a new calendar event.

Connection

Establish a connection to your Teamwork account.

Type

Select the event type.

Attending Users

Select the attendees.

Visibility

Select the event visibility:

  • Company

  • Personal

  • Project

Title

Enter the event name.

Description

Enter the details of the event.

Start Date

Enter the event start date.

End Date

Enter the event end date.

All Day

Select if the event is scheduled for all day.

Location

Enter the location of the event.

Create a Company

Creates a new company.

Connection

Establish a connection to your Teamwork account.

Country

Select the country where the company is located.

Name

Enter the name of the company.

Address Line 1

Enter the address of the company.

Address Line 2

Enter the address of the company.

Zip Code

Enter the Zip code of the location of the company.

City

Enter the city name.

State

Enter the state name.

Phone

Enter the phone number of the company.

Email

Enter the email address of the company.

Fax

Enter the fax number of the company.

Website

Enter the website URL of the company.

Create a Milestone

Creates a new milestone.

Connection

Establish a connection to your Teamwork account.

Project

Select the project whose milestone you want to create.

Assigned Persons

Select the persons to whom the milestone is assigned to.

Tags

Enter the tags to filter when searching for the milestone.

Title

Enter the name of the milestone.

Description

Enter the details of the milestone.

Deadline

Enter the due date of the milestone.

Create a Person

Creates a new person.

Connection

Establish a connection to your Teamwork account.

Company

Enter the name of the company whose person you want to create.

Type

Select the type to assign the person. For example, accounts, contacts and so on.

First Name

Enter the first name of the person.

Last Name

Enter the last name of the person.

Username

Enter the username of the person.

Email

Enter the email address of the person.

Password

Enter the password to be used to log in.

Phone

Enter the phone number of the person.

Address Line 1

Enter the address of the person.

Address Line 2

Enter the address of the person.

City

Enter the city name where the person belongs to.

Zip Code

Enter the Zip code of the area where the person belongs to.

Note

Enter the details of the person you would like to mention.

Create a Project

Creates a new project.

Connection

Establish a connection to your Teamwork account.

Tags

Enter the tags to filter the projects when searching.

Company

Select the company in which you want to create the project.

Category

Select the category for the project you want to create.

Name

Enter a name for the project.

Description

Enter the details of the project.

Start Date

Enter the date on which the project starts.

End Date

Enter the date on which the project ends.

Create a Subtask

Adds a new subtask to a selected task.

Connection

Establish a connection to your Teamwork account.

Task ID

Select the Task ID in which you want to create the subtask.

Content

Enter the details of the subtask.

Tags

Enter the tags to filter the subtask when searching.

Description

Enter the description for the subtask.

Progress

Enter the progress of the task in percentage. Enter a value higher than or equal to zero and less than or equal to 100.

Priority

Select the priority of the subtask:

  • Low

  • Medium

  • High

Estimated number of minutes for a task to be completed

Enter the time in minutes in which the task must be completed.

Start Date

Enter the date on which the subtask starts.

Due Date

Enter the date by which the subtask must be completed.

File Name, incl.suffix

Enter the file name with the format type. For example, sample.pdf

Data

Enter the data or map the file from dropbox or other similar applications.

Create a Task

Adds a new task to a specified task list.

Connection

Establish a connection to your Teamwork account.

Project

Select the project whose task you want to create.

Task List

Select the task list in which you want to create.

Assigned Users

Select the user to whom you want to assign this task.

Tags

Enter the tags to filter the task when searching.

Content

Enter the information about the task.

Description

Enter the details of the task.

Progress

Enter the progress of the task in percentage. Enter a value higher than or equal to zero and less than or equal to 100.

Priority

Select the priority of the task:

  • Low

  • Medium

  • High

Estimated number of minutes for a task to be completed

Enter the time in minutes in which the task must be completed.

Start Date

Enter the state date of the task.

Due Date

Enter the due date by which the task must be completed.

File Name, incl.suffix

Enter the file name with the format type. For example, sample.pdf

Data

Enter the data or map the file from dropbox or other similar applications.

Create a Task List

Creates a new task list in a specified project.

Connection

Establish a connection to your Teamwork account.

Project List

Select the project whose task list you want to create.

Template

Select the template of the task list. For example, todo-list template.

Name

Enter a name for the task list.

Description

Enter the details of the task list.

This list is private.

Select if this task list is private and not visible to all the users or teams.

Create a Time Entry

Adds a new time entry to a given project or task.

Connection

Establish a connection to your Teamwork account.

Project

Select the project whose time entry you want to create.

Assigned Persons

Select the person whose time entry you want to create.

Tags

Enter the tags to filter the time entries when filtering.

Hours

Enter the number of hours to add the time entry.

Minutes

Enter the number of minutes to add the time entry.

Date

Enter the date for which you are creating the time entry.

Description

Enter the details of the time entry.

Is Billable

Select if the time entry for the project eligible for billing.

Delete a Calendar Event

Deletes a calendar event.

Connection

Establish a connection to your Teamwork account.

Event ID

Select the Event ID you want to delete.

Delete a Company

Deletes a company with a given ID.

Connection

Establish a connection to your Teamwork account.

Company ID

Select the Company ID you want to delete.

Delete a File

Deletes a file with a given ID.

Connection

Establish a connection to your Teamwork account.

File ID

Select the File ID you want to delete.

Delete a Milestone

Deletes a milestone with a given ID.

Connection

Establish a connection to your Teamwork account.

Milestone ID

Select the Milestone ID you want to delete.

Delete a Person

Deletes a person with a given ID.

Connection

Establish a connection to your Teamwork account.

Person ID

Select the Person ID you want to delete.

Delete a Project

Deletes a project with a given ID.

Connection

Establish a connection to your Teamwork account.

Project ID

Select the Project ID you want to delete.

Delete a Task

Deletes a task with a given ID.

Connection

Establish a connection to your Teamwork account.

Task ID

Select the Task ID you want to delete.

Delete a Task List

Deletes a task with a given ID.

Connection

Establish a connection to your Teamwork account.

Task List ID

Select the Task List ID you want to delete.

Download a File

Downloads a file with a given ID.

Connection

Establish a connection to your Teamwork account.

File ID

Select the File ID to download.

Get a Company

Retrieves information about a company with a given ID.

Connection

Establish a connection to your Teamwork account.

Company ID

Select the Company ID whose details you want to retrieve.

Get a Milestone

Retrieves information about a milestone with a given ID.

Connection

Establish a connection to your Teamwork account.

Milestone ID

Select the Milestone ID whose details you want to retrieve.

Get a Person

Retrieves information about a person with a given ID.

Connection

Establish a connection to your Teamwork account.

Person ID

Select the Person ID whose details you want to retrieve.

Get a Project

Retrieve information about a project with a given ID.

Connection

Establish a connection to your Teamwork account.

Project ID

Select the Project ID whose details you want to retrieve.

Get a Task

Retrieves information about a task with a given ID.

Connection

Establish a connection to your Teamwork account.

Task ID

Select the Task ID whose details you want to retrieve.

Get a Task List

Retrieves information about a task list with a given ID.

Connection

Establish a connection to your Teamwork account.

Task List ID

Select the Task List ID whose details you want to retrieve.

Get a Time Entry

Returns a time entry by ID.

Connection

Establish a connection to your Teamwork account.

Time Entry ID

Select Time Entry ID whose details you want to retrieve.

Remove a Person from a Project

Removes a selected person from a project.

Connection

Establish a connection to your Teamwork account.

Project

Select the project whose persons you want to remove.

Person

Select the person to remove from the project.

Set Project Owner

Sets a selected person from a project.

Connection

Establish a connection to your Teamwork account.

Project

Select the project whose owner you want to set.

Person

Select the person to set as the owner for the project.

Update a Person

Updates a person with a given ID.

Connection

Establish a connection to your Teamwork account.

Person ID

Select the Person ID you want to update.

Company

Select the company to which the person belongs to.

First Name

Enter the first name of the person.

Last Name

Enter the last name of the person

Username

Enter the username of the person.

Email

Enter the email address of the person.

Password

Enter the password to be used to log in.

Phone

Enter the phone number of the person.

Address Line 1

Enter the address of the person.

Address Line 2

Enter the address of the person.

City

Enter the city name where the person belongs to.

Zip Code

Enter the Zip code of the area where the person belongs to.

Note

Enter the details of the person you would like to mention.

Update a Project

Updates a project with a given ID.

Connection

Establish a connection to your Teamwork account.

Project ID

Select the Project ID you want to update.

Tags

Enter the tags to filter the projects when searching.

Company

Select the company in which you want to create the project.

Category

Select the category for the project you want to create.

Name

Enter a name for the project.

Description

Enter the details of the project.

Start Date

Enter the date on which the project starts.

End Date

Enter the date on which the project ends.

Update a Task

Modifies information about a task with a specified ID.

Connection

Establish a connection to your Teamwork account.

Assigned Users

Select the user to whom you want to assign this task.

Tags

Enter the tags to filter the task when searching.

Task ID

Select the Task ID you want to update.

Content

Enter the information about the task.

Description

Enter the details of the task.

Progress

Enter the progress of the task in percentage. Enter a value higher than or equal to zero and less than or equal to 100.

Priority

Select the priority of the task:

  • Low

  • Medium

  • High

Estimated number of minutes for a task to be completed

Enter the time in minutes in which the task must be completed.

Start Date

Enter the state date of the task.

Due Date

Enter the due date by which the task must be completed.

File Name, incl.suffix

Enter the file name with the format type. For example, sample.pdf

Data

Enter the data or map the file from dropbox or other similar applications.

Upload a File

Uploads a file into a specific project.

Connection

Establish a connection to your Teamwork account.

Project

Select the project to which you want to upload a file.

Tags

Enter the tags to filter the files when searching.

File Name, incl.suffix

Enter the file name with the format type. For example, sample.pdf

Data

Enter the data or map the file from dropbox or other similar applications.

Description

Enter the details of the file.